Salesforce
Web services API for interacting with Salesforce
Integrate the Salesforce API with the ForceManager API
Setup the Salesforce API trigger to run a workflow which integrates with the ForceManager API. Pipedream's integration platform allows you to integrate Salesforce and ForceManager remarkably fast. Free for developers.
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Popular Ways to Connect Salesforce with ForceManager#
Popular Salesforce and ForceManager Triggers#
Emit new event when a new activity is created. See the documentation
Emit new event when a new contact is created. See the documentation
Emit new event when a new opportunity is created. See the documentation
Emit new event when a record of the selected object type is deleted. See the documentation
Emit new event when a new outbound message is received in Salesforce.
Popular Salesforce and ForceManager Actions#
Adds an existing contact to an existing campaign. See the documentation
Creates a new business opportunity in ForceManager. See the documentation
Adds an existing lead to an existing campaign. See the documentation
Search for an existing contact by email, name, or phone. See the documentation
Converts a SOAP XML Object received from Salesforce to JSON
Overview of Salesforce#
The Salesforce (REST API) provides a powerful platform for creating and managing customer relationships with a wide array of features like data manipulation, querying, and complex automation. With Pipedream's serverless execution, you can create workflows that automate your sales processes, sync data with other platforms, enhance customer engagement, and trigger actions based on specific events. Dive into Salesforce data, streamline lead management, track customer interactions, and push or pull data to or from Salesforce seamlessly.
Connect Salesforce#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
salesforce_rest_api: {
type: "app",
app: "salesforce_rest_api",
}
},
async run({steps, $}) {
return await axios($, {
url: `${this.salesforce_rest_api.$auth.instancetype}/services/oauth2/userinfo`,
headers: {
Authorization: `Bearer ${this.salesforce_rest_api.$auth.oauth_access_token}`,
},
})
},
})
Overview of ForceManager#
The ForceManager API allows for robust interaction with ForceManager's CRM platform. It facilitates access to data on sales, customer interactions, and performance metrics. With Pipedream, you can automate actions based on this data, integrate with other services, and create custom workflows that leverage events and triggers from ForceManager to streamline sales processes and data management. Interacting with the ForceManager API through Pipedream allows you to connect CRM data with other applications such as email, calendars, support systems, and more, creating a seamless flow of information across your business tools.
Connect ForceManager#
import { axios } from "@pipedream/platform"
export default defineComponent({
props: {
forcemanager: {
type: "app",
app: "forcemanager",
}
},
async run({steps, $}) {
return await axios($, {
url: `https://api.forcemanager.com/api/v4/users`,
headers: {
"Content-Type": `application/json`,
"Accept": `*/*`,
"X-Session-Key": `${this.forcemanager.$auth.oauth_access_token}`,
},
})
},
})
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